BEI
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Benjamin Edwards Inc’s Avista AVA Stock Holding History

Benjamin Edwards Inc’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$699K Sell
17,070
-4,513
-21% -$186K 0.01% 941
2026
Q1 		$866K Sell
21,583
-2,140
-9% -$86.4K 0.01% 806
2025
Q4 		$914K Buy
23,723
+1,799
+8% +$70.3K 0.01% 743
2025
Q3 		$829K Buy
21,924
+2,206
+11% +$82K 0.01% 757
2025
Q2 		$748K Buy
19,718
+1,148
+6% +$45.3K 0.01% 723
2025
Q1 		$778K Sell
18,570
-1,622
-8% -$61.6K 0.01% 659
2024
Q4 		$740K Buy
20,192
+1,668
+9% +$62.6K 0.01% 710
2024
Q3 		$718K Buy
18,524
+3,633
+24% +$137K 0.01% 687
2024
Q2 		$515K Buy
14,891
+2,855
+24% +$102K 0.1% 212
2024
Q1 		$422K Buy
12,036
+723
+6% +$24.6K 0.08% 238
2023
Q4 		$404K Buy
11,313
+7,055
+166% +$239K 0.09% 221
2023
Q3 		$138K Buy
4,258
+1,512
+55% +$54K 0.03% 342
2023
Q2 		$108K Buy
2,746
+1,642
+149% +$69.6K 0.03% 374
2023
Q1 		$47K Buy
1,104
+656
+146% +$27.2K 0.01% 469
2022
Q4 		$20K Buy
+448
New +$17.9K 0.01% 506

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Benjamin Edwards Inc's AVA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Avista (AVA) stake by 21% in Q2 2026, selling an estimated $186K and leaving 17,070 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #941.

Benjamin Edwards Inc first reported a position in AVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $914K in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Benjamin Edwards Inc held 17,070 shares of Avista worth $699K as of Q2 2026.
  • Benjamin Edwards Inc sold 4,513 Avista shares in Q2 2026, an estimated $186K.
  • Avista made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #941 holding.
  • Benjamin Edwards Inc first reported a position in Avista in Q4 2022 and has held it in 15 quarters since.
  • Benjamin Edwards Inc's Avista position peaked at $914K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.